THE STURM FINANCIAL GROUP, INC. (DBA ANB BANK) BANKING OFFICER-KANSAS REGION POSITION SPECIFICATIONS
|
|
- Kerrie Dorsey
- 5 years ago
- Views:
Transcription
1 EFL Associates Metropoint South Ulster Street, Suite 900 Denver, CO Phone: THE STURM FINANCIAL GROUP, INC. (DBA ANB BANK) BANKING OFFICER-KANSAS REGION POSITION SPECIFICATIONS CLIENT Our client, the Sturm Financial Group Inc. ( SFG ), headquartered in Denver, Colorado is privately held community banking organization and the parent company of ANB Bank. The banking group maintains financial strength embodied in $2.6 billion in assets and has over 30 full-service ANB Banking Centers in Kansas City metro area, Colorado and Wyoming. The Banking Centers proudly offer an exceptional level of personalized service delivered by an experienced, dedicated and responsive team of local bankers. The Bank offers customizable banking products and enhanced technology to make life easier. A full line of financial services is offered for business and personal needs, including online and mobile banking, cash management, investment management and trust, and loans for commercial, small business, and consumer needs. The Bank is also a member of the most prominent local and national ATM network, MoneyPass, to provide additional convenience. Within ANB Bank, there is a wholly-owned subsidiary, Community First Data Services, located in Cheyenne, Wyoming providing mainframe processing and network services for ANB as well as other non-affiliated banks. The Kansas Region operations are centered in Lenexa, Kansas, a suburb of Kansas City. The Region represents approximately $170M in deposits and operates two area branch locations. Ownership As primary shareholders of SFG, Donald and Susan Sturm have a commitment to excellence in all endeavors and a desire to leave the world a better place than they found it. These are just two of the attributes that have propelled them to leadership in both the business world and in the communities they serve. Don, Chairman of SFG, grew up in Brooklyn, NY and holds B.A., L.L.B., and L.L.M. (Taxation) degrees. Early professional pursuits include being a trial attorney with the IRS
2 Page 2 for 4 years and a 28 year career with Peter Kiewit Sons, Inc. of Omaha, Nebraska where he attained the position of Vice Chairman. Sue serves as Vice-Chair and Chief Financial Officer of SFG. As the daughter of a Foreign Service officer, Sue s childhood took her to many places across this country and overseas. She graduated magna cum laude from Princeton University with a degree in Economics, then accepted an appointment at the U.S. Senate as a Congressional Fellow and later studied economics at Oxford University. Her career includes employment with Booz, Allen & Hamilton, Inc., an international management consulting firm, as well as the U.S. Government. The Sturms moved to Denver in In addition to the 3-state banking operations, SFG endeavors also include a wealth management practice and real estate activities including land development, commercial ownership and management. The Sturms share a belief in the importance of giving back to the community and both serve numerous volunteer organizations. They have invested approximately $30 million in Denver University s Sturm Hall, the Sturm College of Law, and numerous other initiatives to enhance the quality of teaching and learning at the University. They have funded efforts to expand educational opportunities for low-income children including the start-up of approximately a dozen charter schools; and are the Corporate Bank Sponsorship of the Jewish Center of Greater Kansas City. In the area of affordable housing, they have provided capital for the development of revolving loan funds to assist low-income households with children to achieve the American dream of home ownership. In addition, they have funded a wide range of civic and cultural activities across the bank s foot print including, public radio and television, as well as many others. Don is a Trustee of the University of Denver and serves on the boards of the Denver area council of the Boy Scouts of America and the Denver Art Museum Foundation. Sue is a member of the Trustees of Bravo! Vail Valley Music Festival. Together, they direct the philanthropic efforts of the Sturm Family Foundation. Koger Propst serves as President & CEO of SFG and ANB Bank. Koger joined SFG in 2011 and brings more than 30 years of experience in community banking with a focus on creating alignments that allow the Bank, its employees and its customers to achieve mutual goals. He leads the Bank with a firm belief in the power of independent banking and its ability to enhance lives and communities. For ANB s customers, that means truly getting to know their personal and business needs at the root level and delivering exceptional, personalized service and quality products that enhance their lives. Koger has spent his entire career with Colorado banks and remains active in the community by serving in board roles with a number of community organizations and leadership roles with state banking organizations. RJ Gildea has served as Kansas Regional President having joined ANB Bank in Prior to joining ANB, RJ worked for a large Colorado based privately held bank, serving in both their Colorado and Arizona markets. He is originally from Nebraska and currently serves as a Board of Director for the Catholic Education Foundation of Northeast Kansas, and is a member of the Finance Committee for Community Housing of Wyandotte County. For more information, please visit the website at
3 Page 3 RESPONSIBILITIES This is a new banking officer position created to accommodate growth the Kansas Market has and will continue to experience. The position reports directly to RJ Gildea. While it might be defensible to call this position a lender, at ANB Bank any officer position goes well beyond that. ANB Bank does not operate in a silo structure. Rather, the Bank embraces the full spectrum of what it means to be a community bank. As a Bank Officer, the successful candidate will serve both commercial and consumer clientele in originating, processing and serving the credit, depository, cash management and other banking needs of existing and new bank customers in the bank s Kansas Region. Other essential duties and responsibilities include: Maintains a current knowledge and compliance with Bank Secrecy Act (BSA) requirements. Serves the credit needs of customers and prospecting requiring plant visits; obtaining financial and other information; performing or coordinating credit analysis; making loan presentations and recommending approval to Bank Loan Committee where required; and negotiating terms and conditions such as rates, collateral, guarantees, loan agreements and other documentation. Applies ongoing administration and review of the credit until the ultimate collection, including on-going monitoring and grading of credit. Detects potential problems and applies techniques of problem loan administration. Although Loan Committee review may be required prior to approval of certain loans, a high degree of reliance is placed on the judgment of the loan officer. Regardless of the need for committee approval, the loan offer is fully responsible for the loan. Responsible for the daily management of a commercial loan portfolio, including, but not limited to, credit quality; compliance with the Bank s policies and procedures, and applicable laws and regulations; and management of past due loan status. Overall portfolio may include consumer credits as well. Acts as the relationship manager for assigned customers, ensuring customer satisfaction and the resolution of service problems for all Bank products. Expands customer base through networking and sales calling. Solicits business of non-borrowing customers as well as loan customers. Maintains product knowledge to generate credit, deposit and fee business. Participates in community involvement activities to enhance the Bank s visibility, image and reputation. Delivers quality of service as defined by department standards. Obtains National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of Develops proficiency in all banking operations to include, but not limited to, new account opening requirements, NGP, consumer and business accounts and services, Treasury Management accounts and services, and branch audit requirements. Assists with other bank operational functions as needed or directed.
4 Page 4 Seeks out opportunities to assist other lending officers with their in-process files and current portfolios. EDUCATION AND EXPERIENCE Bachelor s degree in business administration, finance or related discipline. Progressively responsible and multi-disciplinary experience in a customer-centric community banking organization with ideally 3 or more years in commercial lines lending, loan administration or credit analysis. Expertise to manage a loan portfolio of approximately $20+ million which may also include consumer loans. Well-developed skills in relationship management and prospect cultivation. Registration under the terms of the S.A.F.E. Act of 2008 with the National Mortgage Licensing System (NMLS). PERSONAL CHARACTERISTICS Exceptional interpersonal communications and customer service skills A solutions-focused, customer-centric orientation that brings creative problem solving skills to customer needs. Business acumen to analyze and interpret complex information. Ability to work jointly with different types of management teams. Presence to make effective and persuasive speeches and presentations on complex topics to senior management, boards, employees, and public groups. Ability to define problems, collects data, establish facts, and draw valid conclusions. Genuine a person with low ego needs but possessing the gravitas to build solid external relationships in business, nonprofit, civic and social circles to professionally represent the Bank. Embraces and thrives in an entrepreneurial environment. High energy and enthusiasm; a self-starter who is achievement oriented COMPENSATION SFG will provide a competitive compensation package, including base plus incentive compensation, designed to motivate and reward a top banking leader and will be determined based upon background, experience and skills. SFG also offers a generous benefit package including Medical, Dental, Vision, Flexible Spending Accounts, Shortterm Disability, Supplemental Life and AD&D Insurance, 401(k). NON-DISCRIMINATION Our client and EFL Associates firmly support the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law. APPLICATION PROCESS
5 Page 5 EFL Associates, an executive search firm, is assisting SFG with this important search. All calls and inquiries should be made through the search firm. Referrals and applications will be held in confidence. Review of applications will begin immediately and will continue until the position is filled. EFL ASSOCIATES 4600 South Ulster Street, Suite 900 Denver, CO Phone: Fax: Daniel J. Cummings, SVP & Managing Director dcummings@eflassociates.com Lauren McElderry, Research Associate lmcelderry@eflassociates.com
IFF Position Description. Title: Director of Lending Illinois and Northwest Indiana. Reports to: Managing Director of Lending.
IFF Position Description Title: Reports to: Department: Department Function: Director of Lending Illinois and Northwest Indiana Managing Director of Lending Capital Solutions Maintain a program of flexible
More informationIFF Position Description. Director of Lending Illinois and Northwest Indiana
IFF Position Description Title: Reports to: Department: Department Function: Director of Lending Illinois and Northwest Indiana Managing Director of Lending Capital Solutions Maintain a program of flexible
More informationIt s more than our tag line.
It s more than our tag line. Earning our clients confidence starts with delivering consistently excellent investment results and outstanding service. But it doesn t end there. Confidence also comes from
More informationheather MacLean of Realty Executives Company Profile DMB Realty network Q&A with Matt Widdows Company Profile
Arizona s Publication for the Residential Real Estate Industry heather MacLean of Realty Executives DMB Realty network Q&A with Matt Widdows www.rem-az.com Issue 2, 2012 Clear Title As long as the 5-year-old
More informationBobbie J. Collins. Associate. P / F
Bobbie J. Collins Associate P 719.386.3016 / F 719.386.3070 bcollins@lrrc.com Colorado Springs / 90 South Cascade Avenue, Suite 1100, Colorado Springs, CO 80903 Bobbie Collins assists clients with a variety
More informationDAVIS DESHOTELS GROUP
DAVIS DESHOTELS GROUP wealth Management Beyond wealth management Our goal is to continually enhance the financial well-being of clients, allowing them to focus on what is most important in their lives.
More informationCOMMERCIAL AND RETAIL BANKINGASSOCIATIONS, ORGANIZATIONS, AND COMPANY INFORMATION
2019 COMMERCIAL AND RETAIL BANKINGASSOCIATIONS, ORGANIZATIONS, AND COMPANY INFORMATION UNIVERSITY OF COLORADO DENVER ASSOCIATIONS AND ORGANIZATIONS Colorado Bankers Association http://www.coloradobankers.org
More informationVirginia Retirement System
Virginia Retirement System Our Vision To be the trusted leader in the delivery of benefits and services to those we serve. Our Core Values Act with Integrity as we perform our role and represent VRS. Display
More informationWho We Are. Regional & National Recognition.
Capabilities Who We Are. Regional & National Recognition. DNB First is a community bank that offers extensive knowledge of the marketplace and local decision making. DNB First is responsible, accessible,
More informationDonna L. Fisher, CFP. Senior Vice President Financial Advisor
Donna L. Fisher, CFP Senior Vice President Financial Advisor 7272 Wisconsin Avenue 4th Floor, Bethesda, Maryland 20814 301-657-6325 / Main 800-455-6622 / Toll-Free 301-656-1510 / fax donna.l.fisher@mssb.com
More informationArvada, Colorado is a beautiful, first-ring
COLORADO is seeking a FINANCE DIRECTOR Arvada, Colorado is a beautiful, first-ring suburb of Denver with 106,433 residents, approximately 15 minutes northwest of downtown Denver and 30 minutes from Denver
More informationAIB Bank Financial Management Diploma
AIB Bank Financial Management Diploma This diploma is designed for individuals who are involved in the financial management of their bank, including junior officers up through CEOs, CFOs and other senior
More informationMANUFACTURING AND DISTRIBUTION
MANUFACTURING AND DISTRIBUTION WHAT OUR CLIENTS SAY Our relationship goes way beyond transactional, they give me unique and valuable insights about the community and the service is very high quality. I
More informationCommunity Reinvestment Act Compliance: Creating Partnerships to Serve. Communities in Minneapolis and St. Paul
Community Reinvestment Act Compliance: Creating Partnerships to Serve Communities in Minneapolis and St. Paul Prepared by David King Graduate Research Assistant, University of Minnesota Conducted on behalf
More informationAIB Bank Financial Management Diploma
AIB Bank Financial Management Diploma This diploma is designed for individuals who are involved in the financial management of their bank, including junior officers up through CEOs, CFOs and other senior
More informationDeveloping a new generation of mortgage banking leaders
Developing a new generation of mortgage banking leaders An industry call-to-action by Carol Hartman and Glen Corso Developing a new generation of mortgage banking Executive Summary A shortage of mortgage
More informationReady for a rewarding and exciting career?
SM Ready for a rewarding and exciting career? Make your move to United. CREATE YOUR BALANCE Offering a great opportunity with a wide range of programs. United Bank recognizes that different people have
More informationREPORT. Home Ownership. We Exist to Strengthen Families Through Home Ownership. We Exist to. Strengthen A N NFamilies U A L Through Home Ownership.
We Exist to Strengthen Families Through Home Ownership. We Exist to Strengthen We Exist to Strengthen Families Through Home Ownership. We Exist to Strengthen Families Through Home Ownership. We Exist to
More informationThe Watts Group at Morgan Stanley. Investment Management Financial Counsel
The Watts Group at Morgan Stanley Investment Management Financial Counsel 222 Central Park Avenue Suite 1800, Virginia Beach, VA 23462 757-493-2100 / MAIN 800-622-3430 / TOLL-FREE 866-766-4930 / FAX http://www.morganstanleyfa.com/thewattsgroup
More informationThe Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust
The Wood Group at Morgan Stanley Understanding Your Vision, Earning Your Trust 1400 Civic Place Suite 200, Southlake, Texas 76092 6 Desta Drive Suite 1900, Midland, Texas 79705 817-416-4415 / Main 800-261-5974
More informationThe Carson Roberds Group at Morgan Stanley
The Carson Roberds Group at Morgan Stanley 2200 South Utica Place Suite 300, Tulsa, OK 74114 918-744-4667 / MAIN 918-730-9690 / FAX https://fa.morganstanley.com/thecarsonroberdsgroup 2 MORGAN STANLEY The
More informationMaking decisions that will affect your life and the lives of those you care about is a deeply personal experience.
TD Wealth Making decisions that will affect your life and the lives of those you care about is a deeply personal experience. At TD, we believe that each client s needs and goals are truly unique, and that
More informationThe Low Income Investment Fund is looking for a Portfolio Manager/Senior Credit Associate in our Los Angeles office.
The Low Income Investment Fund is looking for a Portfolio Manager/Senior Credit Associate in our Los Angeles office. Reports to: Director of Asset Management and Underwriting Exempt Classification: Exempt
More informationZurich Australian Superannuation Pty Limited
Zurich Australian Superannuation Pty Limited Executive Remuneration Disclosure 1 April 2018 Who are our Directors? Name Date Appointed Experience Winsome Hall Independent Non- Executive Director, Chairman
More informationFoundation Review. Presentation to: University Endowment Donors GLOBAL. PERSPECTIVE. DELIVERED. October 2nd, 2013
Foundation Review Presentation to: University Endowment Donors October 2nd, 2013 GLOBAL. PERSPECTIVE. DELIVERED. Introductions Brian Dombkowski, CFA President & Chief Investment Officer Brian provides
More informationVice President, Investor Relations. Search conducted by: waldronhr.com
Vice President, Investor Relations Search conducted by: waldronhr.com The Organization Global Partnerships (GP) is an impact-first investor dedicated to expanding opportunity for people living in poverty.
More informationThe Phillips Group Private Wealth Management Baird 130 Harbour Place, Suite 350 Davidson, NC thephillipsgrouprwb.
Baird 130 Harbour Place, Suite 350 Davidson, NC 28036 704-237-1500. 877-792-3670 thephillipsgrouprwb.com The Phillips Group Private Wealth Management Remember when life was simpler? When the world was
More informationEXECUTIVE SEARCH PROVIDED BY STRATEGIC GOVERNMENT RESOURCES
CITY ADMINISTRATOR S M I T H V I L L E, M I S S O U R I EXECUTIVE SEARCH PROVIDED BY STRATEGIC GOVERNMENT RESOURCES MOTTO: THRIVING AHEAD THE COMMUNITY Smithville, Missouri, is an upper middle-class suburb
More informationAIB Bank Financial Management Diploma
h Name AIB Bank Financial Management Diploma This diploma is designed for individuals who are involved in the financial management of their bank, including junior officers up through CEOs, CFOs and other
More informationThe Children s Investment Fund Foundation (UK) Finance Director
Position Specification The Children s Investment Fund Foundation (UK) Finance Director October 2015 2014 Korn Ferry. All Rights Reserved. POSITION SPECIFICATION Position Company Location Reporting Relationship
More informationIFF Position Description. Title: Managing Director, Credit and Policy. Reports to: Senior Vice President, Capital Solutions.
IFF Position Description Title: Reports to: Department: Department Function: Managing Director, Credit and Policy Senior Vice President, Capital Solutions Capital Solutions Maintain a program of affordable,
More informationThe Delli Carpini Group at Morgan Stanley
The Delli Carpini Group at Morgan Stanley Tactical Investment Strategy. Comprehensive Wealth Planning. 522 Fifth Avenue 10th Floor, New York, NY 10036 212-603-6204 / MAIN 212-507-8242 / FAX https://fa.morganstanley.com/frank.dellicarpini
More informationLOCAL COMMITMENT. GLOBAL VISION.
LOCAL COMMITMENT. GLOBAL VISION. OWN A BANK In building an outstanding financial services operation which brings returns to our investors and produces a lasting footprint on Scottsdale and Arizona of which
More information2014 COMPENSATION REPORT FOR FINANCIAL PROFESSIONS
2014 COMPENSATION REPORT FOR FINANCIAL PROFESSIONS WE RE CENTURY GROUP. And we execute an average of 1,500 searches a year in finance and accounting. Promptly. Precisely. Reliably. Delivering the kind
More informationPartnership with a Purpose
Connect, Grow, Lead Partnership with a Purpose Retail Hot Prospect Campaign Brag About your Career Table of Contents 1 THE NEW PENN FINANCIAL STORY 2 LEADING BY EXAMPLE 3 SHELLPOINT FAMILY OF COMPANIES
More informationThe Hopps Group at Morgan Stanley. A Roadmap to Enduring Security
The Hopps Group at Morgan Stanley A Roadmap to Enduring Security 300 Esplanade Drive 10th Floor, Oxnard, CA 93030 805-278-3609 / MAIN 800-767-0170 / TOLL-FREE 805-278-0226 / FAX www.morganstanleyfa.com/thehoppsgroup
More informationPolicy Regarding Nominations of Directors
Policy Regarding Nominations of Directors The Nominating and Corporate Governance Committee (the Committee ) has adopted the following policy (the Director Nomination Policy ) to assist it in fulfilling
More informationThe Saugatuck Group at Morgan Stanley
The Saugatuck Group at Morgan Stanley 320 POST ROAD WEST WESTPORT, CT 06880 203-222-4099 / MAIN 877-297-9250 / TOLL-FREE 203-222-4042 / FAX www.morganstanley.com/fa/saugatuckgroup saugatuck_group@morganstanley.com
More informationBob Dorrance Vice Chair - Wholesale Banking, TD Bank Financial Group Chairman and CEO, TD Securities
Bob Dorrance Vice Chair - Wholesale Banking, TD Bank Financial Group Chairman and CEO, TD Securities NATIONAL BANK FINANCIAL CANADIAN BANK CEO CONFERENCE April 7, 2004 Forward-Looking Statements From time
More informationBE THE ONE Take on The Challenge Create Your Legacy
BE THE ONE Take on The Challenge Create Your Legacy Content Vision Key Facts No.1 Development Department Management Trainee Programme Graduate Programme Requirement Recruitment Process VISION Your Premier
More informationAMERICA FIRST INVESTMENT ADVISORS, L.L.C. (AFIA)
AMERICA FIRST INVESTMENT ADVISORS, L.L.C. (AFIA) August 31, 2017 10050 Regency Circle, Suite 515 Omaha, NE 68114-3721 United States Principal Office Telephone Number 402-991-3388 Principal Office Facsimile
More informationJANUARY THROUGH APRIL 2013
www.coloradobankers.org / 303-825-1575 The delivery of training courses via the Internet provides students with the greatest flexibility and convenience. Whether for more traditional, instructor-led titles
More informationPRACTICE PROFILE. DIANE B. WEINBERG Of Counsel
PRACTICE PROFILE Morgan & DiSalvo, P.C. was selected by U.S. News & World Report and BestLawyers.com as one of the Best Law Firms for Trusts and Estates Law in Georgia for 2013-2016 PRACTICE FOCUS: Practical
More informationProfessional Wealth Management
Professional Wealth Management Our Mission Our Commitment The Schulten Group of Wells Fargo Advisors is an innovative team of ethical investment professionals with more than 100 combined years of investment
More informationMERGER FAQs. Who is Your Neighbourhood Credit Union merging with? Who is Community First Credit Union?
MERGER FAQs As a member and an owner of Your Neighbourhood Credit Union (YNCU), you have the right to vote on the proposed amalgamation with Community First Credit Union (CFCU). To assist you in understanding
More informationFebruary 14, Dear Ms. Naulty:
February 14, 2014 Ms. Peggy Naulty Division of Consumer and Community Affairs Board of Governors of the Federal Reserve System 20 th Street and Constitution Avenue N.W. Washington, DC 20551 Dear Ms. Naulty:
More informationThe Hamilton Retirement Planning Group at Morgan Stanley. Helping clients transition into retirement
The Hamilton Retirement Planning Group at Morgan Stanley Helping clients transition into retirement 4520 Main Street, 8th Floor Kansas City, MO 64111 816-932-7856 / MAIN 800-821-6119 / TOLL-FREE 816-932-7836
More informationThe Crenshaw Group at Morgan Stanley Smith Barney
The Crenshaw Group at Morgan Stanley Smith Barney 320 East Main Street Suite 410, Spartanburg, South Carolina 29302 864-585-7761 / Main 800-934-0340 / Toll-Free 864-591-0963 / fax fa.smithbarney.com/crenshaw
More informationmann onthestreet UBS F INANCIAL S ERVICES I NC. T HE D ANISHEFSKY W EALTH M ANAGEMENT G ROUP E. D ANISHEFSKY ]
mann onthestreet WA L L S T R E E T & F I N A N C I A L I N D U S T R I E S DECEMBER 09 UBS F INANCIAL S ERVICES I NC. T HE D ANISHEFSKY W EALTH M ANAGEMENT G ROUP P H I L I P A. D A N I S H E F S K Y
More informationYuma County, Arizona is Recruiting for a Budget Director
Yuma County, Arizona is Recruiting for a Budget Director Yuma County is pleased to announce the recruitment and selection process for the Budget Director position. This brochure provides information regarding
More informationCity Manager E. Alameda Parkway, Aurora, CO 80012
City Manager 15151 E. Alameda Parkway, Aurora, CO 80012 The Community Aurora is Colorado s third largest city and the safest large city in Colorado spanning three counties in the eastern Denver-Aurora
More informationa message from the chairman and ceo
a message from the chairman and ceo In 2007, Mutual of Omaha made a strategic investment in banking. With a distinguished history and a well respected brand, the company saw an opportunity to deliver complementary
More informationThe Main Line Group at Morgan Stanley. Helping Clients To and Through Retirement
The Main Line Group at Morgan Stanley Helping Clients To and Through Retirement Two Town Place Suite 100, Bryn Mawr, PA 19010 855-598-6732 / toll-free 610-542-2944 / main 267-744-4100 / fax www.morganstanleyfa.com/themainlinegroup
More informationINTERNATIONAL BANKING
INTERNATIONAL BANKING WHAT OUR CLIENTS SAY We needed a likeminded partner as a banker that was committed to serving small and mid-sized companies, including those with international operations, by providing
More informationNot Just Business as Usual
NATIONAL HOME OF YOUR OWN ALLIANCE Not Just Business as Usual National Home of Your Own Alliance at the Institute on Disabilities at the University of New Hampshire/UAP by Jay Klein, Director National
More informationThe Keating Group at Morgan Stanley. Everything Starts With A Plan
The Keating Group at Morgan Stanley Everything Starts With A Plan 899 Cassatt Rd Ste 100 Berwyn, PA 19312 610-408-1944 / MAIN 800-345-3050 / TOLL-FREE 610-408-1908 / FAX http://www.morganstanleyfa.com/
More informationAt American General, it s about promises the promises your clients make to their families, the promises you make to your clients, and the promises we
Built for Brokerage At, it s about promises the promises your clients make to their families, the promises you make to your clients, and the promises we make to you. Mary Jane Fortin President and CEO
More informationIntroduction. The Assessment consists of: A checklist of best, good and leading practices A rating system to rank your company s current practices.
ESG / CSR / Sustainability Governance and Management Assessment By Coro Strandberg President, Strandberg Consulting www.corostrandberg.com September 2017 Introduction This ESG / CSR / Sustainability Governance
More informationRBC United States Capabilities
RBC United States Capabilities An Ensemble of Solutions to Expand Your Opportunities and Simplify Your Life Gain Efficiencies and Accomplish More with Orchestrated Solutions. Whether you are an individual
More informationDIRECTOR OF INVESTMENTS
Position Profile DIRECTOR OF INVESTMENTS October 2016 Page 1 Overview Minnesota Philanthropy Partners are The Saint Paul Foundation, Minnesota Community Foundation, F.R. Bigelow Foundation, Mardag Foundation
More informationWEALTH COACH FOR THE HEALTH COACH
WEALTH COACH FOR THE HEALTH COACH Disclaimer Is provided by Investors Group Financial Services Inc. (In Quebec, a financial services firm). Is provided by Investors Group Securities Inc. (In Quebec, a
More informationSBCERA, celebrating its 72 nd year of operation, is widely recognized as one of the top retirement systems in California and nationally.
To provide the members and their beneficiaries with those retirement and related benefits and services which they have earned and which are commensurate with their years of service and compensation. Position
More informationAbout Alamo Insurance Group
About Alamo Insurance Group luis alamo Founder and President As a leading certified minority-owned full service insurance broker and risk advisor, Alamo Insurance Group is devoted to finding the opportunity
More informationThe Terhune Group at Morgan Stanley
The Terhune Group at Morgan Stanley 750 Lindaro St. Suite 300 San Rafael, CA 94901 415-451-1400 / MAIN 800-505-1220 / TOLL-FREE 415-532-1981 / FAX www.morganstanley.com/fa/jerold. terhune jerold.terhune@morganstanley.com
More informationSTRENGTH STABILITY MUTUALITY COMMITMENT TO OUR COMMUNITIES. Mutual benefits. Savings Bank of Walpole is joining New Hampshire Mutual Bancorp
STRENGTH STABILITY MUTUALITY COMMITMENT TO OUR COMMUNITIES Mutual benefits. Savings Bank of Walpole is joining New Hampshire Mutual Bancorp Our customers benefit from our increased ability to invest in
More informationChoosing the Right Tax Preparer for You
R www.theincometaxschool.com Choosing the Right Tax Preparer for You By: Charles E. McCabe Why Not Do It Yourself? If you enjoy the challenge of tackling Form 1040 and have ample time to study the tax
More informationSuccess on Your Terms
Success on Your Terms Personalized Financial Solutions Keith Evans 5001 Spring Valley Road Phone: (972)774-6802 Senior Vice President Suite 900 West Fax: (972)774-6642 Financial Advisor Dallas, TX 75244
More informationCultivating Assets The Weyeneth Group
Cultivating Assets The Weyeneth Group At Stifel, we have established ourselves as one of the nation s leading brokerage and investment banking firms. With more than 350 offices in 45 states and the District
More informationPRESIDENT S REPORT. Ronald L. Westad President & CEO
2014 Annual Report PRESIDENT S REPORT Arizona Federal is a not-for-profit financial cooperative a group of people who have joined together in pursuit of our common goal: taking control of our financial
More informationTHE SPROUL-GOUGH GROUP at Morgan Stanley
THE SPROUL-GOUGH GROUP at Morgan Stanley 4205 BALMORAL DRIVE SUITE 100 HUNTSVILLE, AL 35801 256-650-4003 / MAIN 800-877-0380 / TOLL-FREE 256-650-4046 / FAX www.morganstanley.com/fa/thesproulgoughgroup
More informationMarch 29 - April 1, 2016
2016 March 29 - April 1, 2016 NDBA/SDBA Dakota School of Lending Principles Radisson Hotel, Bismarck ND Dakota School of Lending Principles School Overview The Dakota School of Lending Principles, hosted
More informationClosing the Gaps in Tennessee: The Pay Gap & The Insurance Gap. A Guide for Tennessee Voters 2016 Election and 2017 Legislative Session
Closing the Gaps in Tennessee: The Pay Gap & The Insurance Gap A Guide for Tennessee Voters 2016 Election and 2017 Legislative Session Fellow Tennesseans: AAUW of Tennessee is pleased to offer you this
More informationLENDING MORE THE ADVANTAGES OF BEING A LOAN OFFICER AT PHH HOME LOANS. PHH Corporation is an Equal Opportunity Employer.
MORE THE ADVANTAGES OF BEING A LOAN OFFICER AT PHH HOME LOANS MORE STRENGTH LEADERSHIP. STABILITY. SUCCESS. PHH Home Loans, LLC is a joint venture between PHH Mortgage and Realogy Holdings Corp. We provide
More informationVACANCY PLANNING & BUDGETING ANALYST. Page 1 of 5
VACANCY PLANNING & BUDGETING ANALYST Page 1 of 5 CAREER OPPORTUNITY ICBL invites applications from suitably qualified candidates for the position of: POSITION: DEPARTMENT: REPORTS TO: Planning & Budgeting
More informationAssistant Finance Director
Assistant Finance Director Motto: Building Our Future From Our Heritage The Community Ideally situated in the Dallas-Fort Worth-Arlington (DFW) Metroplex, the City of Red Oak, Texas, is home to approximately
More informationGuild Mortgage: Culture of Customer Service, Entrepreneurship At Heart of Independent Mortgage Lender s Growth
May 2018 Guild Mortgage: Culture of Customer Service, Entrepreneurship At Heart of Independent Mortgage Lender s Growth Advanced Technology, Wide Range of Products, Experienced Leadership and Smart Acquisitions
More informationThe Hagwood Tomoda Group at Morgan Stanley. Wealth Management and Corporate Retirement Specialists
The Hagwood Tomoda Group at Morgan Stanley Wealth Management and Corporate Retirement Specialists 45 William Street Suite 130, Wellesley, MA 02481 781-431-6700 / MAIN 800-767-7462 / TOLL-FREE 781-263-6816
More informationAnnual Report. The Relationship of a Lifetime
Annual Report 2017 The Relationship of a Lifetime A Message from the President/CEO and Board Chairman Dear Members, As we reflect on 2017, we are filled with a sense of pride. GHS Federal Credit Union
More informationA Distinctive Approach to Wealth Management.
A Distinctive Approach to Wealth Management. Vice President & Portfolio Manager Wealth Management Group BMO Nesbitt Burns is one of North America s leading full-service investment firms. It has been committed
More informationBOARD RESOURCES COMMITTEE DESCRIPTIONS ADMINISTRATION AND FINANCE COMMITTEE CHARTER. Terms of Reference:
S ADMINISTRATION AND FINANCE COMMITTEE CHARTER Terms of Reference: The principal responsibility of the Administration and Finance Committee is to oversee the administrative financial operation of the organization
More informationRita Benefield, cim, fma, fcsi Vice-President & Portfolio Manager
RBC Dominion Securities Inc. Rita Benefield, cim, fma, fcsi Vice-President & Portfolio Manager Professionalism Principles Protection Performance Wealth Management Solutions Designed for You As you make
More informationCITY OF EL PASO CITY MANAGER
CITY OF EL PASO CITY MANAGER The Community El Paso is a city on the move! Located in far west Texas and on the border with Mexico, El Paso is known for being a leader in international trade. The City is
More informationOur membership levels are designed to suit the varying needs of advisors.
About Us The Corporation for Social Security Claiming Strategies is the creator and provider of the training course for the Certified in Social Security Claiming Strategies (CSSCS) designation. Our organization
More informationCASUALTY ACTUARIAL SOCIETY STRATEGIC PLAN
CASUALTY ACTUARIAL SOCIETY STRATEGIC PLAN Adopted August 7, 2017 Contents 1 Overview... 1 2 10- to 30-Year Planning Horizon: Core Ideology... 2 3 Envisioned Future... 4 4 5- to 10-Year Planning Horizon:
More informationThe Milligan Mundy Group at Morgan Stanley
The Milligan Mundy Group at Morgan Stanley 1787 Sentry Parkway West Building 18 Suite 440, Blue Bell, PA 19422 215-274-2226 / MAIN 888-829-6912 / TOLL-FREE 215-540-0788 / FAX https://fa.morganstanley.com/themilliganmundygroup/
More informationSuccess on Your Terms
Success on Your Terms How We Help You Achieve Your Financial Goals The North Atlantic Group at Morgan Stanley Smith Barney David W. Wright, CFP Senior Vice President Senior Investment Management Consultant
More informationCOMMUNITY DEVELOPMENT PLAN
COMMUNITY DEVELOPMENT PLAN OF CIBC BANK USA CIBC Bank USA 1 (the Bank ) has a long history of serving the credit, banking and financial literacy needs of our communities and strives to be a leader in community
More informationANNUAL REPORT. Federally insured by NCUA cport is an Equal Housing Lender NMLS ID:
2018 ANNUAL REPORT Federally insured by NCUA cport is an Equal Housing Lender NMLS ID: 409174 Our Vision To deliver the best financial experience to our members Our Values CONFIDENCE We are financially
More informationBOK FINANCIAL AT-A-GLANCE
BOK FINANCIAL AT-A-GLANCE ABOUT BOK FINANCIAL BOK Financial is one of the largest banks based in the U.S. Headquartered in Tulsa, Okla., its roots go back more than 100 years. One of the strongest financial
More informationThe Basch Anderson Miller Group at Morgan Stanley. Customized Solutions for Every Client
The Basch Anderson Miller Group at Morgan Stanley Customized Solutions for Every Client 3993 Howard Hughes Pkwy St 800 NMLS#1288381, Las Vegas, NV 89169 702-737-8143 / MAIN 855-291-4921 / TOLL-FREE 702-425-9494
More informationThe Ellsworth Group at Morgan Stanley Smith Barney
The Ellsworth Group at Morgan Stanley Smith Barney 36 East Streetsboro Street Suite 101, Hudson, Ohio 44236 234-380-4800 / Main 234-380-4801 / fax fa.morganstanleyindividual.com/theellsworthgroup/ The
More informationCUNA PROFESSIONAL DEVELOPMENT ONLINE
CUNA PROFESSIONAL DEVELOPMENT ONLINE CONTENT LIST cuna.org/cpdonline Accounting, Budgeting, & Finance Accounting Basics Asset-Liability Management for Executives Financial Management Made Easy I: Financial
More informationThe Miller Conturso Group at Morgan Stanley
The Miller Conturso Group at Morgan Stanley 10 MADISON AVE - 1st Floor MORRISTOWN, NJ 07962 973-993-5255 / MAIN 800-524-2423 / TOLL-FREE 973-993-5276 / FAX www.morganstanleyfa.com/miller_ conturso We are
More informationWEALTH MANAGEMENT. Personally prepared for Client. March 2012
WEALTH MANAGEMENT Personally prepared for Client March 2012 El Camino Group @ Morgan Stanley Smith Barney 415-984-6755 One Sansome Street, 38 th Floor http://fa.smithbarney.com/elcaminogroup/ San Francisco,
More informationASSISTANT DIRECTOR MANAGED CARE PROGRAMS
The County of Santa Clara Invites applications for ASSISTANT DIRECTOR MANAGED CARE PROGRAMS VALLEY HEALTH PLAN An Executive Leadership Career Opportunity Reflecting the spirit of Silicon Valley, the County
More informationsuperintendent s proposed Budget Fiscal Year 2020 January 22, South Hickory Ave Bel Air, Maryland
superintendent s proposed Budget Fiscal Year 2020 January 22, 2019 102 South Hickory Ave Bel Air, Maryland 21014 410-838-7300 www.hcps.org Superintendent's Proposed Budget Fiscal Year 2020 Table of Contents
More informationbalancing return, risk and capital preservation An Introduction to Equilibrium Wealth Management, LLC
balancing return, risk and capital preservation An Introduction to Equilibrium Wealth Management, LLC 1 Risk disclosure The information presented is not intended to and shall not in any way constitute
More informationThe Linn Eberly Group at Morgan Stanley. A clear path to your goals
The Linn Eberly Group at Morgan Stanley A clear path to your goals 724 Columbia Street NW Suite 350, Olympia, WA 98501 360-943-2300 / MAIN 800-843-7564 / TOLL-FREE 360-357-6971 / FAX www.morganstanleyfa.com/thelinneberlygroup/
More informationIdentifying Opportunities. Aligning Resources. Community Commitment Plan Summary Report. Measuring Outcomes. Advancing What Works
Identifying Opportunities 2016 Community Commitment Plan Summary Report Aligning Resources Measuring Outcomes Advancing What Works 2016 Community Commitment Highlights Helping to ensure the well-being
More informationThe Geneva Riverside Group at Morgan Stanley. James White - Cheryl Snook - Holly Cotherman
The Geneva Riverside Group at Morgan Stanley James White - Cheryl Snook - Holly Cotherman 10 West State Street Suite 204, Geneva, IL 60134 800-262-2061 / TOLL-FREE 630-262-2020 / MAIN 630-262-2030 / FAX
More information